Circle Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024
Number of Shares
7,060
Previous 4,060 73.89%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
3,000 Added 73.89%
7,060 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,060 New
4,060 $0
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email